As an associate with CLA Wealth Advisors, you play a key role in helping people realize the future they imagine for themselves, their family, their business, and their community.
As an associate with CLA Wealth Advisors, you play a key role in helping people realize the future they imagine for themselves, their family, their business, and their community. Clients will work with you as a member of a collaborative, multi-disciplinary team made up of professionals experienced in tax, estate and financial planning, insurance, and investment management — all in one place. Highly specialized service capabilities are delivered seamlessly to meet your client’s needs.
Our approach to career building fosters an environment that helps you grow, develop, and achieve your individual aspirations.
Sit face to face with people and talk to them about their professional and personal goals. Have important conversations about caring for aging parents and children with special needs, leaving wealth to the next generation, discovering the next phase of life, selling or passing on a business, offering employees an affordable and attractive benefits package, leaving a legacy, and giving to charities. Using a goals-based approach, you’ll help clients evaluate where they are on their path and recommend customized strategies to get them where they want to go.
At CLA Wealth Advisors, your education, experience, gifts, and passions will move you closer to the destination you choose.
“A career-building firm is flexible. I started out doing audit and tax, but my double major in accounting and finance led me to wealth advisory.”
Principal Andrew J. Frye
Career growth is not about climbing a ladder or acquiring new titles. We believe it is about how you develop yourself through your experiences as you learn your profession, take on different roles, serve clients, work with others, expand your skills and expertise, and step up to lead.
At CLA Wealth Advisors, success is measured by the unique contributions of each member of the team. From day one, we’ll start talking about and working toward your goals. You will choose a career coach and work with him or her to advance your career in the direction you want.
We need advisors with many different skill sets to strengthen our team. Whether you’re interested in building a client base, client service, or supporting the organization behind the scenes, we need you. Let’s make your strength, our strengths.
Our approach to career building fosters an environment that helps you grow, develop, and achieve your individual aspirations. Instead of settling for a one鈥恠ize鈥恌its鈥恆ll approach to planning your future, CLA Wealth Advisors empowers you to customize a plan that balances your individual strengths and passions with the strategies and needs of the firm.
Our continuing education programs are designed to support and reimburse you for required licenses and desired certifications. Our team includes CERTIFIED FINANCIAL PLANNER (CFP®) practitioners, Chartered Financial Analysts (CFAs), Chartered Life Underwriters (CLUs), Accredited Estate Planners® (AEPs), Personal Financial Specialists (PFS), and certified public accountants (CPAs).
Watch our video about how the flexibility at CLA inspires Principal Andrew J. Frye, CliftonLarsonAllen Wealth Advisors, LLC, CPA/PFS, CFP®, to grow as a professional and find the best place for his interests and talents within the firm.
Join a national wealth advisory practice of nearly 100 professionals who advise or consult on roughly $4 billion in client assets. According to Accounting Today’s 2015 “Wealth Magnets” report, CLA Wealth Advisors is ranked sixth in the Billion Dollar Club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CLA Wealth Advisors proudly offers competitive salaries and a comprehensive benefits package that includes medical, dental, and vision insurance; disability coverage; flexible spending accounts; 401(k) and profit sharing plans; continuous learning opportunities; and generous paid time off.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.